Claro Advisors’s Halozyme HALO Stock Holding History

Claro Advisors’s Portfolio HALO Stock Details HALO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$267K	Sell	3,407 -165	-5%	-$11.3K	0.03%	435
2026 Q1	$231K	Buy	+3,572	New	+$252K	0.03%	445
2019 Q1	–	Sell	-500	Closed	-$9K	–	484
2018 Q4	$9K	Buy	+500	New	+$7.98K	0.01%	698

Other funds holding HALO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Claro Advisors's HALO Position: Q2 2026 in Review

Claro Advisors reduced its Halozyme (HALO) stake by 4.6% in Q2 2026, selling an estimated $11.3K and leaving 3,407 shares worth $267K. The position accounts for 0.03% of the portfolio, ranked #435.

Claro Advisors first reported a position in HALO in Q4 2018 and has held it in 3 quarters since. 671 funds tracked by Wall St. Rank hold HALO as of Q2 2026.

Claro Advisors held 3,407 shares of Halozyme worth $267K as of Q2 2026.
Claro Advisors sold 165 Halozyme shares in Q2 2026, an estimated $11.3K.
Halozyme made up 0.03% of Claro Advisors's portfolio in Q2 2026, its #435 holding.
Claro Advisors first reported a position in Halozyme in Q4 2018 and has held it in 3 quarters since.
671 funds tracked by Wall St. Rank held Halozyme as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.